Steward Partners Investment Advisory’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Steward Partners Investment Advisory’s Portfolio WREI Stock Details WREI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-50	Closed	-$2K	–	2549
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	2450
2018 Q2	$2K	Sell	50 -337	-87%	-$14.6K	﹤0.01%	2293
2018 Q1	$16K	Hold	387	–	–	﹤0.01%	1428
2017 Q4	$18K	Hold	387	–	–	﹤0.01%	1174
2017 Q3	$17K	Sell	387 -173	-31%	-$8.12K	﹤0.01%	992
2017 Q2	$26K	Hold	560	–	–	﹤0.01%	799
2017 Q1	$26K	Buy	+560	New	+$26.4K	﹤0.01%	690

Other funds holding WREI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's WREI Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Invesco Wilshire US REIT ETF (WREI) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in WREI in Q1 2017 and held it in 7 quarters. The position peaked at $26K in Q2 2017. 13 funds tracked by Wall St. Rank hold WREI as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Invesco Wilshire US REIT ETF position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 50 Invesco Wilshire US REIT ETF shares in Q4 2018, an estimated $2K.
Steward Partners Investment Advisory first reported a position in Invesco Wilshire US REIT ETF in Q1 2017 and held it in 7 quarters.
Steward Partners Investment Advisory's Invesco Wilshire US REIT ETF position peaked at $26K in Q2 2017.
13 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.